SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC

SLC MANAGEMENT
WELLESLEY HILLS, Massachusetts·22 registered advisors·CRD# 109684
SEC# 801-399384781-446-1903
01

Firm Overview

AUM
$69.5B
Regulatory assets under management
Employees
220
Total firm employees
Advisors
22
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COST, COST PLUS PERCENTAGE
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC

22 registered advisors
Amy Elizabeth Deangelo
WELLESLEY HILLS, Massachusetts
Amy Susan Marjani
WELLESLEY HILLS, Massachusetts
Andrew Stephan Harris
WELLESLEY HILLS, Massachusetts
Candace Gail Shaw
WELLESLEY HILLS, Massachusetts
Colleen Louise Kallas
WELLESLEY HILLS, Massachusetts
John Thomas Donnelly
WELLESLEY HILLS, Massachusetts
Joseph A (mi Only) Hanlon
WELLESLEY HILLS, Massachusetts
Keith Gubbay
WELLESLEY HILLS, Massachusetts
Kerri Riley Ansello
WELLESLEY HILLS, Massachusetts
Larry Richard Madge
WELLESLEY HILLS, Massachusetts
Lena Metelitsa
WELLESLEY HILLS, Massachusetts
Leo Dudley Saraceno
WELLESLEY HILLS, Massachusetts
Marlene Frances Van Den Hoogen
WELLESLEY HILLS, Massachusetts
Matthew Stephen Macmillen
WELLESLEY HILLS, Massachusetts
Maura Anne Murphy
WELLESLEY HILLS, Massachusetts
Neil James Blue
WELLESLEY HILLS, Massachusetts
Neil Leonard Haynes
WELLESLEY HILLS, Massachusetts
Patricia Callon
WELLESLEY HILLS, Massachusetts
Patrick Richard Romain
WELLESLEY HILLS, Massachusetts
Thomas Peter Anthony Murphy
WELLESLEY HILLS, Massachusetts
Thomas Robert Phillips
WELLESLEY HILLS, Massachusetts
Thomas Roy Watson
WELLESLEY HILLS, Massachusetts
05

Office Locations

WELLESLEY HILLS, Massachusetts
22 advisors

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Data sourced from SEC Form ADV filings. SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC (CRD# 109684) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.